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Doyle Wealth Management’s ExxonMobil XOM Stock Holding History

Doyle Wealth Management’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$6.96M Buy
79,704
+628
+0.8% +$57.3K 0.6% 55
2022
Q2 		$6.77M Sell
79,076
-643
-0.8% -$58K 0.55% 60
2022
Q1 		$6.58M Sell
79,719
-111
-0.1% -$8.63K 0.47% 60
2021
Q4 		$4.88M Sell
79,830
-725
-0.9% -$45.3K 0.35% 63
2021
Q3 		$4.74M Buy
80,555
+1,411
+2% +$80.4K 0.38% 63
2021
Q2 		$4.99M Sell
79,144
-545
-0.7% -$32.5K 0.41% 62
2021
Q1 		$4.45M Sell
79,689
-4,137
-5% -$217K 0.43% 60
2020
Q4 		$3.46M Sell
83,826
-28,350
-25% -$1.06M 0.35% 59
2020
Q3 		$3.85M Sell
112,176
-113,045
-50% -$4.62M 0.45% 56
2020
Q2 		$10.1M Sell
225,221
-50,300
-18% -$2.26M 1.33% 36
2020
Q1 		$10.5M Sell
275,521
-40,605
-13% -$2.24M 1.66% 30
2019
Q4 		$22.1M Buy
316,126
+2,100
+0.7% +$145K 2.76% 5
2019
Q3 		$22.2M Sell
314,026
-430
-0.1% -$31.1K 3.06% 3
2019
Q2 		$24.1M Sell
314,456
-641
-0.2% -$49.6K 3.33% 2
2019
Q1 		$24.1M Buy
315,097
+7,491
+2% +$571K 3.51% 2
2018
Q4 		$21M Sell
307,606
-10,201
-3% -$800K 3.54% 2
2018
Q3 		$27M Buy
317,807
+7,066
+2% +$578K 4.2% 1
2018
Q2 		$25.7M Buy
310,741
+71,182
+30% +$5.67M 4.24% 1
2018
Q1 		$17.9M Sell
239,559
-27,336
-10% -$2.19M 3.01% 5
2017
Q4 		$22.3M Buy
266,895
+1,219
+0.5% +$101K 3.77% 3
2017
Q3 		$21.8M Buy
265,676
+6,354
+2% +$505K 3.81% 3
2017
Q2 		$20.9M Buy
259,322
+6,921
+3% +$566K 3.88% 3
2017
Q1 		$20.7M Buy
+252,401
New +$21.1M 4.22% 3

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Doyle Wealth Management's XOM Position: Q3 2022 in Review

Doyle Wealth Management increased its ExxonMobil (XOM) stake by 0.79% in Q3 2022, buying an estimated $57.3K and bringing the position to 79,704 shares worth $6.96M. The position accounts for 0.6% of the portfolio, ranked #55.

Doyle Wealth Management first reported a position in XOM in Q1 2017 and has held it in 23 quarters since. The position peaked at $27M in Q3 2018. 3,218 funds tracked by Wall St. Rank hold XOM as of Q3 2022.

  • Doyle Wealth Management held 79,704 shares of ExxonMobil worth $6.96M as of Q3 2022.
  • Doyle Wealth Management bought 628 ExxonMobil shares in Q3 2022, an estimated $57.3K.
  • ExxonMobil made up 0.6% of Doyle Wealth Management's portfolio in Q3 2022, its #55 holding.
  • Doyle Wealth Management first reported a position in ExxonMobil in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's ExxonMobil position peaked at $27M in Q3 2018.
  • 3,218 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.